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Philip Morris
PM

Overview Fund Activity

1,361 hedge funds and large institutions have $90.9B invested in Philip Morris in 2014 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 524 increasing their positions, 574 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,361
Holders Change
-21
Holders Change %
-1.52%
% of All Funds
39.52%
Holding in Top 10
60
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.45%
% of All Funds
1.74%
New
54
Increased
524
Reduced
574
Closed
65
Calls
$573M
Puts
$626M
Net Calls
-$53.4M
Net Calls Change
-$147M

Top Buyers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$321M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$252M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$93.9M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$76.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$76M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$181M
2
MG
Meritage Group
California
-$153M
3
Goldman Sachs
Goldman Sachs
New York
-$134M
4
DSA
Davis Selected Advisers
Arizona
-$106M
5
BA
BlackRock Advisors
Delaware
-$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
1151
Argyle Capital Management
Pennsylvania
$300K – – –
VAM
1152
Visium Asset Management
New York
$299K -$3.01M -36,060 -91%
CHAM
1153
Clear Harbor Asset Management
Connecticut
$299K – – –
ACS
1154
Archford Capital Strategies
Illinois
$299K +$5.84K +70 +2%
NSIM
1155
North Star Investment Management
Illinois
$298K – – –
RCA
1156
Rex Capital Advisors
Rhode Island
$297K – – –
FWP
1157
FAS Wealth Partners
Kansas
$294K -$28.3K -339 -9%
BCM
1158
Breithorn Capital Management
New York
$294K – – –
I2I
1159
Insight 2811 Inc
Illinois
$294K +$294K +3,525 New
MCM
1160
Marathon Capital Management
Maryland
$290K -$20K -240 -6%
PVWM
1161
Point View Wealth Management
New Jersey
$289K +$21.7K +260 +8%
CG
1162
Colony Group
Massachusetts
$288K -$6.68K -80 -2%
FM
1163
Foster & Motley
Ohio
$287K -$335K -4,022 -54%
Rafferty Asset Management
1164
Rafferty Asset Management
New York
$287K +$287K +3,436 New
NPA
1165
Nichols & Pratt Advisers
Massachusetts
$284K -$16.7K -200 -6%
VWM
1166
Vector Wealth Management
Minnesota
$282K +$9.09K +109 +3%
AWA
1167
ARS Wealth Advisors
Florida
$282K +$9.18K +110 +3%
SCA
1168
Stillwater Capital Advisors
Pennsylvania
$280K +$250 +3 +0.1%
MHIM
1169
MacNealy Hoover Investment Management
Ohio
$279K – – –
AI
1170
Accredited Investors
Minnesota
$278K +$3.74K +45 +1%
AI
1171
ArchPoint Investors
Florida
$277K – – –
SIP
1172
Stoneridge Investment Partners
Pennsylvania
$276K – – –
FA
1173
FCG Advisors
New Jersey
$275K -$1.27M -14,713 -82%
LCM
1174
Lucas Capital Management
New Jersey
$274K +$4.17K +50 +2%
MIM
1175
Midwest Investment Management
Ohio
$273K -$20.8K -250 -7%
45 46
47
48 49